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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,983 | $112,121+71.2% | $95,960+100.1% | $158,966+20.8% |
| Participation rate | 5.0% | 79.0%-74.0pp | 77.1%-72.1pp | 82.0%-77.0pp |
| Annual return | 100.00% | 171.16%-71.2pp | 91.63%+8.4pp | 302.95%-202.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |